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To: stox19 who wrote (8380)10/15/1998 11:35:00 PM
From: Grashopper  Read Replies (1) | Respond to of 10786
 
Your frustration is not only well founded ;it is also the beginning of your poor to wiser rise to wisdom. This web is supported by a great group that alyd mgmt. simply does not deserve. FWIW, i think my prior persistent posts to have us form a stockholders comm. & have us keep alyd on their toes would have been more effective then the rah rah approach. Alyd mgmt doesnt have to like us but we might have collectively gotten some respect. While i hope youall make big bucks down the road , today and Oct 29th are no moon shot, just a putter putter hopefully a beginning. IMHO< the street will be more concerned by the totality of the lack of a press release on all of Bob's personal purchases . Credibility is everything and even the new pr firm will have a problem with Gruders Goofs or diarrhea of the mouth in the past. Good Luck to all of you! Also I hope the day will come when we lose our obcession with who we really are ; rather then what we say. By way of example we blasted Anthony's credibility much that he actually reacted by some way out statements, ..yet many of his posts were on target..JMO.



To: stox19 who wrote (8380)10/16/1998 1:56:00 AM
From: Jeffrey S. Mitchell  Read Replies (2) | Respond to of 10786
 
The dynamics of these internet stock chat boards constantly intrigues me. There will forever be inveterate longs and forever be ensconced shorts. Every stock, depending on who is talking, is going to the moon or going in the toilet. People who are right will boast, until the stock turns, as almost all stocks do, and then the other side will crow. All the while everyone will bitch and moan that they could have made more money if they had invested in something else. Yet we all come back day after day. Why? Simply because we never know what the next day brings... and it's fun to think maybe this time we do.

As for me, it's no secret that I think some Y2K stocks, like ALYD, will see a resurgence. I just finished reading in todays NY Times that "10 percent of the nation's top executives are stockpiling canned goods, buying generators and even purchasing handguns...", according to a new survey done by CIO Magazine. "Of the 330 executives surveyed, 56 percent said they believed the millennium bug would not be fixed in time..." These are not just any people saying this, these are the people who run the technology that runs our top companies.

The problem is I hold no allusions that ALYD will make a run to glory while the sector to which they are very much still a part is crumbling before our eyes on a daily basis. Some do. Others feel all Y2K stocks are a lost cause and should be shorted into oblivion.

What keeps me invested in ALYD is the company itself. If I were to have started a Y2K company I'd have chosen the factory approach, I'd have targeted the Fortune 500 and government, and I'd have opened branches overseas. But I'd also have told people they were crazy if they didn't think by late '98 all the major Y2K companies weren't filled to capacity and jacking up their rates. So I, for one, can't really complain about why I'm losing money in ALYD... so far (g).

I'm pretty sure ALYD figured by this time they'd be rolling in the dough and could pick and choose from among all sorts of companies which ones to buy. That may yet happen, but that's not the reality of today. But that's not all bad. It means ALYD has had to take a real close look at what's out there and think twice before spending dollar one. I've been told that many a visit to a company has ended with ALYD saying "hey, we can do that... so what do we need them for?"

Finally, after many months, ALYD has found a company with products that are not just aimed at ALYD's target market, but also installed and running at those companies-- innovative technology that complements their own. ALYD believes today's announcement will be the first of many that will mark the emergence of ALYD as a technology company poised to do business beyond 2000.

Today was also an important day in ALYD history because they finally hired a high-powered PR firm to help them. Why? Because after countless talks with institutions the one thing they wanted that ALYD couldn't provide was a well-presented public plan for the beginnings of life after 2000. These institutions didn't want to see fluff like "we will kick ass and rake in those e-commerce bucks", they wanted to see proof of a real agreement with a respected company. And that's what they got. Finally.

Yes, I agree that from a pop and sizzle point of view today's announcement was a big yawn. And it's unfortunate that people here were hoping for it to be greeted with a fireworks display. But for people who are praying that some big institutions get on board it is a watershed event as ALYD has finally stopped talking about what they are going to do and have started doing it. It means that if Y2K does get hot and people do start investing once again in Y2K companies that ALYD will now be appealing to everyone.

So, is ALYD a good investment at the current price? Only if you feel the same way I do. But I would urge people not to confuse confidence with prescience. I'm as clueless as the next person as to when Y2K will start making headlines, federal, state and local contracts will finally be handed out, and if/when the companies trying to fix the problem themselves will hit the wall and go frantically looking for a company like ALYD to bail them out. I guess reading what others think in this regard is what keeps me coming back day after day. And the more the merrier.

- Jeff